WAG
COO icon

Wallace Advisory Group’s Cooper Companies COO Stock Holding History

Wallace Advisory Group’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,015
Closed -$215K – 135
2025
Q3 		$215K Sell
3,015
-657
-18% -$46.5K 0.17% 157
2025
Q2 		$310K Buy
3,672
+383
+12% +$29.3K 0.22% 129
2025
Q1 		$302K Buy
3,289
+117
+4% +$10.5K 0.21% 142
2024
Q4 		$350K Sell
3,172
-55
-2% -$5.6K 0.24% 115
2024
Q3 		$282K Sell
3,227
-92
-3% -$8.95K 0.21% 134
2024
Q2 		$290K Buy
+3,319
New +$310K 0.21% 131
2024
Q1 		– Sell
-2,768
Closed -$220K – 177
2023
Q4 		$220K Buy
2,768
+48
+2% +$4.03K 0.17% 147
2023
Q3 		$261K Buy
2,720
+48
+2% +$4.42K 0.19% 131
2023
Q2 		$249K Hold
2,672
– – 0.19% 134
2023
Q1 		$249K Buy
2,672
+12
+0.5% +$1.03K 0.19% 134
2022
Q4 		$220K Buy
+2,660
New +$196K 0.17% 135

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wallace Advisory Group's COO Position: Q4 2025 in Review

Wallace Advisory Group sold out of Cooper Companies (COO) in Q4 2025, closing a stake of 3,015 shares — an estimated $215K sold.

Wallace Advisory Group first reported a position in COO in Q4 2022 and held it in 11 quarters. The position peaked at $350K in Q4 2024. 667 funds tracked by Wall St. Rank hold COO as of Q4 2025.

  • Wallace Advisory Group reported no remaining Cooper Companies position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 3,015 Cooper Companies shares in Q4 2025, an estimated $215K.
  • Wallace Advisory Group first reported a position in Cooper Companies in Q4 2022 and held it in 11 quarters.
  • Wallace Advisory Group's Cooper Companies position peaked at $350K in Q4 2024.
  • 667 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.